Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerome? Claim Your ProfileJerome Casamatta is a financial advisor with over 14 years of experience in the financial services industry. Jerome has worked for Credit Suisse Securities (usa) LLC and UBS Securities LLC and has a Series 3, 7, 24 and 63 licenses. Jerome is currently registered with Credit Suisse Securities (usa) LLC as a Registered Representative. Jerome has worked for Credit Suisse Securities (usa) LLC previously, leaving in 2023 and rejoining the firm in 2024. Jerome specializes in portfolio management for pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Transaction-based fee
1
2
NY
06/11/2024 - Present
Credit Suisse Securities (usa) LLC (NEW YORK NY)
NY
09/29/2015 - 10/11/2023
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
10/06/2010 - 09/01/2015
SG AMERICAS SECURITIES, LLC (NEW YORK NY)
NY
03/21/2008 - 06/17/2009
SG AMERICAS SECURITIES, LLC (NEW YORK NY)
BC
Issued 07/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2012
Series 3 - National Commodity Futures Examination
BC
Issued 03/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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